Full Time Help. Fractional Cost

Patra Assist

In today's competitive hiring environment, finding help is an ongoing challenge. Not anymore. Introducing:

Patra Assist

Patra Assist gives you a full-time, non-licensed CSRs who operates as an extension of your team.  Giving you 40 hours a week to address any aspect of your insurance organization.   Our CSRs work for you. 

 They work with agency hours, they work in your agency management systems, they process tasks and workflows exactly how you want it done, and the best part, you get this help for a flat monthly fee.

Forget hiring, training, and worrying about turnover; put HR issues behind you. Leave the state and federal benefit requirements alone - with Patra Assis, it's all included. 

 

Download Patra Assist Datasheet for P&C
Download Patra Assist Datasheet for EB

How can our CSR help across P&C policies?

Assist PC
Patra Assist Insurance Outsourcing

How can our CSRs help across Employee Benefit?

Assist EB Items
Assist EB Boxes
I am truly amazed at how quickly our Patra Assist team learned the AMS and our procedures. The team continues to show enthusiasm every day while learning new processes. We are working on expanding this program to our other profit centers as soon as possible. General Manager - Morris & Peynolds

Service Overview

Why Should You Use Patra Assist?

insurance outsourcing
Your Time Matters

Support & coverage within your agency operating hours. Seamless adoption of your agency management system, IT configuration, and workflows.

Fixed Pricing

Our fixed pricing ensures you get 100% of the service you pay for, no more, no less. Helps you manage agency cash flow.

Dedication To You

Dedicated CSR team to standardize insurance processes. Customizable training tailored to your operational needs.

Safe, Confidential & Seamless

Recruitment, hiring, and HR administration facilitated by Patra. If there is an issue, we fix it.

How It Works

Take The Weight Off Your Shoulders

Finding the right talent to fit your need can be taxing. That is why Patra Assist is specifically designed for agency leaders who need help but don't want to manage the hiring process. We listen to you, we find the right CSRs, you interview them, then we hire them. If at any time you want to make a change, let us know.  They work for you, but we take care of the overhead.

insurance outsourcing

What Patra Assist Customers Are Saying

Patra was able to take on repetitive tasks not requiring customer interaction or coverage interpretation. We saw a 50% reduction in New Business Processing time, allowing account managers to support extra producers. - A $5 Million Agency in New Jersey

Frequently Asked Questions (FAQ)

Q: Who is Patra Assist for; who partners with Patra and uses the Patra Assist CSRs?

Patra Assist is designed for agencies looking for non-licensed back-office operational help. Our CSRs, trained by you, can be leveraged across various operational tasks. As outlined in our datasheet above, the only limitation is that they are not licensed. 

Q: How much does Patra Assist cost?

There is a one-time onboarding payment of $2,500

After that, there is a fixed, recurring $2,700/mo feel with a 12-month commitment. If, after 12 months, you want to cancel, you can. If you wish to extend it another year, you can do that, too.  

The min is one (1) CSR. If you add another CSR, there is no onboarding for that CSR, and we add the new CSR to your existing agency relationship. 

Q: What other financial benefits are there?

You have a lot to manage; let our CSR be your assistant. You won't have to worry about all the extra benefits that State or Federal law requires you to manage, like Affordable Care Act, part-time hourly limits, health care, PTO, ERISA Retirement plan rules, sick leave, disability, to name a few, or doing reviews and 1:1's. There is no 1099 form.  

Q: Can I use the CSR part-time? I don't have 40 hours of work for them.

No. We hire the CSR on your behalf, ensuring they have employment, and are dedicated to only your agency. We have to have a full-time commitment. 

However, this has never been an issue for our agencies because even during downtime, the CSR can do light bookkeeping. You'd be surprised how fast a 40-hour workweek gets filled up. And remember, you can have them work on multiple tasks or processes.  

Q: Can the CSRs make outbound phone calls? 

Yes. The CSRs can do calls on loss runs or billing inquiries, or other process questions. Remember, these are non-licensed CSRs.  Patra will provide Outlook and Zoom as part of the configuration. If you require the CSR to make calls, you can add them to your existing phone system and provide them with a number OR, for a minimal monthly cost of $35, Patra can provide a Zoom Dialer plug-in. 

Q: What can the CRSs not do?

They are not lawyers, CPAs, accountants, or IT professionals. Those are exceptional professions with unique skill sets, so if you are looking for that level of specialty, this service is for someone else. But if you are looking for more day-to-day administrative help, then Patra Assist is a perfect fit. These are not licensed agents, but they will have a basic understanding of insurance.

Q: How fast can I get help?

We can have them ready for your training in a week from when you pick the CSR. From the time we contract for the CSR, Patra will take a week to run them through our Patra Insurance 101 training, and then they are ready for you to train them on your workflows and processes.  

Q: What happens if the CSR doesn't work out? Now what?

If you are unhappy, we will find a CSR that works for you. We'll work for you to interview and pre-screen three qualified candidates. Patra has a team of managers who recruit, interview, and help you interview and onboard your CSR. 

Q: Can I give the CSR gifts or a bonus?

First, we want your CSR to be excellent and would love for you to feel that way. Due to gifting rules, we do not allow cash or bonuses to be given to your CSR. You are, however, allowed to send company schwag (tote bags, hats, pens, shirts, water bottles, etc.) so they feel part of your agency. 

Q: How do you ensure security?

Patra takes your security very seriously. The CSR is an employee of Patra but will be "white-labeled" to your agency - meaning, you give them an email address, but they are not legally your employee. This ensures that our security is enforced and that we can control all access points. As a SOC2 Compliant company, Patra takes the security of your systems and our CSRs accessing any of our agency's systems as a top priority.

In the office, we have biometric security for checking in and out of work. All employees have lockers, so they cannot bring their personal devices to the desktop. We have a series of safety controls in place to track and monitor activity, including cameras on our Patra floors and a floor manager with access to all the laptops. 

Q: What Hours does my CSR Work?

Your CSR will work your hours. They are assigned 40 hours of work time a week and can schedule them any of the six days a week they wish except for Sunday (everyone needs a day off). Each day must have eight hours, so you can have them work Monday to Friday with Saturday and Sunday off OR Monday to Saturday with Wednesday and Sunday off - you pick. Each eight-hour day will include two 15-minute breaks and one off-the-clock hour break.   

Q: What about PTO or Holidays? How is that managed?

We all deserve a day off, and the CSR is just like us. The CSRs earn one PTO credit each month up to 12 in a calendar year. In addition, the following US Holidays are provided as days off:

    • New Year’s Day
    • Martin Luther King Day
    • Presidents Day
    • Memorial Day
    • Independence Day
    • Labor Day
    • Thanksgiving
    • Day after Thanksgiving
    • Christmas Eve/Christmas
    • New Year’s Eve/New Year’s Day
Q: What about their education or language proficiency?

Your CSR will be proficient in English and likely have a college degree. However, a bachelor's degree isn't a requirement, nor have we found that to be an issue with any of our clients - our focus is on getting you the best possible CSR for your agency.

 

Ready to grow your business - you're only a few short questions away.